Investment Bank Associate

Barclays•New York, NY

4d•$150,000 - $175,000•Onsite

About The Position

Barclays Capital Inc. seeks Investment Banking Associates in New York, NY (multiple positions available). This role involves participating in the day-to-day activities of the investment banking division, gaining broad exposure to different types of clients and transactions, and focusing on specialist areas. The Associate will collaborate on live deals, client pitches, and advise a broad range of corporate clients, delivering structured solutions. They will also collaborate with cross-functional teams, participate in training, identify opportunities, develop business cases, and manage the deployment of new products and services. Additionally, the role includes managing client relationships, providing customer service, processing transactions, and developing financial models and strategies to support decision-making. The position requires understanding how businesses operate and learning from industry experts.

Requirements

Broad exposure to different types of clients and transactions.
Focus on specialist areas.
Advising on a broad range of corporate clients.
Delivering holistic, structured solutions.
Collaboration with cross-functional teams.
Participation in training and development programs.
Identification of opportunities.
Development of business cases.
Management of the deployment and launch of new products and services for investment banking.
Management of client relationships.
Provision of customer service support to clients and customers.
Responding to questions about products and services.
Processing of transactions.
Development and implementation of financial models and strategies.
Understanding how businesses work.
Learning from experts in the industry.
Well developed professional knowledge and skills.
Ability to lead collaborative assignments and guide team members.
Ability to identify the need for the inclusion of other areas of specialisation to complete assignments.
Ability to identify new directions for assignments and/or projects.
Ability to identify a combination of cross functional methodologies or practices to meet required outcomes.
Ability to consult on complex issues.
Ability to identify ways to mitigate risk.
Ability to develop new policies/procedures.
Ability to take ownership for managing risk and strengthening controls.
Understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Ability to collaborate with other areas of work.
Ability to keep up to speed with business activity and the business strategy.
Ability to engage in complex analysis of data from multiple sources of information.
Ability to solve problems creatively and effectively.
Ability to communicate complex information.
Ability to influence or convince stakeholders to achieve outcomes.
Demonstrate Barclays Values of Respect, Integrity, Service, Excellence and Stewardship.
Demonstrate the Barclays Mindset – to Empower, Challenge and Drive.

Nice To Haves

Under steadily decreasing supervision.

Responsibilities

Build and maintain financial models, including DCF, LBO, merger models, and comparable analyses.
Conduct valuation analyses and prepare supporting schedules and outputs.
Perform financial statement analysis and assess company performance and capital structure.
Prepare client presentation materials, including pitchbooks, board updates, and transaction analyses.
Draft and review transaction materials such as confidential information memoranda (CIMs), management presentations, and process letters.
Support execution of M&A and capital raising transactions, including managing data rooms and coordinating due diligence.
Conduct industry and company research to support transaction workstreams and client materials.
Monitor market activity and relevant precedent transactions across equity and debt markets.
Coordinate with internal teams (legal, compliance, risk, operations) to support transaction approval and execution processes.
Assist senior bankers in managing client interactions, including calls, diligence sessions, and workflow tracking.
Prepare internal committee materials and ensure compliance with firm procedures and regulatory requirements.
Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
Collaborate closely with other functions/ business divisions.
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.
Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.
Lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
Identify new directions for assignments and/or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information.
Influence or convince stakeholders to achieve outcomes.